One Day In July

EST. AUM
$1,363,708,936

CONTACTS
7

CLIENT ACCOUNTS
4,011

Firm Details

Metro area Burlington, VT
CRD Number 284335
Website onedayinjuly.com
Client types

Overview

One Day In July is an independent investment advisory firm based in Vermont, specializing in low-cost, diversified index investing through ETFs (exchange-traded funds). The firm operates on a fee-only fiduciary model, ensuring that it receives compensation solely from its clients, which helps eliminate conflicts of interest common in the financial industry. By focusing on simplicity, transparency, and long-term wealth management, One Day In July aims to provide personalized investment strategies tailored to individual financial goals. The firm emphasizes client education, offering straightforward advice and direct communication without the complexity often found in large financial institutions. Its approach has earned it accolades, including recognition as one of the top financial advisory firms by USA Today in 2024. Additionally, One Day In July prioritizes minimizing fees and taxes to maximize client returns over time, reflecting its commitment to ethical and efficient financial management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

One Day In July

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company